Edward Barno is a registered investment advisor at Rialto Wealth Management, based in Syracuse, NY, with 6 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 217 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Location
126 N Salina St., Suite 404, Syracuse, NY, 13202
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward is a trustee on the board of trustees for Christian Brothers Academy, a private Catholic school. This requires minimal time, including minimal time during trading hours, and is not investment related.
Employment History
Current Registrations
Rialto Wealth Management
Previous Registrations
Rockbridge Investment Management, LLC
Salt City Financial Planning and Wealth Management, LLC
Invest Financial Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.